Settings and activity
16 results found
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316 votes
Hi all - thanks for taking the time to provide your votes and commentary on the idea to enable subtotals in invoices. We appreciate how this would make invoicing easier and enable you to provide a clear breakdown on invoices.
As you can imagine with a global product, the variety of ideas we receive is expansive and so the product team focuses on building features that will meet most people’s needs. In the interest of transparency at this stage this idea is not currently planned. However we’re still open to receiving feedback and votes. It could always be reconsidered at a later date.
In the meantime it’s worth highlighting (as a few have mentioned already) a workaround is to generate an invoice as a PDF and then edit the PDF externally. Alternatively our Xero App Store has many invoicing providers who may do this. You can browse the invoice providers…
An error occurred while saving the comment An error occurred while saving the comment 
Neville Gardner
commented
A sub total feature is such a simple but effective feature to have with invoices and quotations. QuickBooks have this feature . . .I used to be with QuickBooks but my Accountant convinced me to move to Xero . . .such a big mistake.
Neville Gardner
supported this idea
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83 votes
Hiya team, we wanted to share another update with you all. As our product team conduct discovery for potentially extending the Reconcile period feature to more regions we'd love to get our community's active engagement in the process.
If you'd be interested in collaborating with our team on the research they're doing for this please reply on this idea or respond directly to our update 💬and we'll be happy to share your details with them for further contact. Thank you!
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1,324 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
An error occurred while saving the comment Neville Gardner
commented
I don't need to comment further, enough has been said by many others and I have no doubt there are many more who remain silently frustrated with this inept package called Xero.
An error occurred while saving the comment Neville Gardner
commented
This issue is coming very close to being 3 year old !!! No real progress from Xero other than tissue thin lame platitudes.
Neville Gardner
supported this idea
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93 votes
An error occurred while saving the comment Neville Gardner
commented
The problem is just another tedious time wasting non feature that Xero seems to be plagued with.
Neville Gardner
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122 votesNeville Gardner
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196 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
Neville Gardner
supported this idea
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615 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Neville Gardner
supported this idea
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337 votes
Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding the ability to split batch payments when reconciling, and understand it currently takes extra steps to reconcile when a single invoice among a batch has been paid, or when there are multiple payments to the same entity for different invoices.
Being transparent, we don’t have direct plans for making this change within the foreseeable future but if anything changes in this space, we’ll update you on this idea!Neville Gardner
supported this idea
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728 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Neville Gardner
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193 votesNeville Gardner
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124 votesNeville Gardner
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22 votes
An error occurred while saving the comment Neville Gardner
commented
It's a QuickBooks feature!
An error occurred while saving the comment Neville Gardner
commented
Products and materials
Other packages provide a means to set a default value to mark up items from their cost value then automatically set the sales value accordingly.
The user would then preset a markup value to be applied across the whole list of items in Products and Services.
Also, a universal feature to adjust for price increases from a pulldown list of the inventory.Neville Gardner
supported this idea
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74 votes
Hi team, thanks for continuing to engage and share support in why setting the physical address as the delivery address would be most helpful in Purchase orders.
We know it's been sometime since our last update here and want you to know that this idea has not gone unnoticed. With works moving along in the Purchase orders space we now have a team that'd like to dive deeper into the potential of this idea.
We'd love to hear more insight from you in the idea here to help their discovery;
- What are you currently doing in Xero to achieve what you need in correctly communicating with suppliers on delivery of goods?
- If this feature was developed how would this change your use of Purchase orders? What impact would this have for your business and purchase workflow?
Our product team will be paying close attention to all your feedback on this…
Neville Gardner
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93 votesNeville Gardner
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84 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
Neville Gardner
supported this idea
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418 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Neville Gardner
supported this idea
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The Xero TV advert should be reported as misleading. The guy gets into quick sand but no way does Xero resolve our needs. . . . I've found another accountant who embraces Quickbooks. . . Time for me to leave.